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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
CSS
101
Cubist Systematic Strategies
Connecticut
$271K +$271K +13,523 New
CBFP
102
Cedar Brook Financial Partners
Ohio
$267K +$641 +32 +0.2%
SCM
103
Shelton Capital Management
Colorado
$263K +$14.7K +733 +6%
Canada Life
104
Canada Life
Manitoba, Canada
$260K +$16.1K +805 +7%
Northern Trust
105
Northern Trust
Illinois
$254K -$176K -8,798 -41%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$234K +$21.4K +1,067 +10%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$204K +$40.3K +2,010 +25%
XT
108
XTX Topco
Cayman Islands
$185K +$185K +9,213 New
CA
109
Calton & Associates
Florida
$181K +$19.4K +968 +12%
QC
110
Quadrature Capital
United Kingdom
$173K +$29.6K +1,478 +21%
Victory Capital Management
111
Victory Capital Management
Texas
$165K -$11K -548 -6%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$159K -$472K -23,565 -75%
GAMC
113
Garner Asset Management Corp
Texas
$159K -$8.21K -410 -5%
Bank of America
114
Bank of America
North Carolina
$150K -$22.9K -1,142 -13%
Squarepoint
115
Squarepoint
New York
$149K +$75.9K +3,791 +104%
APWA
116
Atlas Private Wealth Advisors
New Jersey
$147K -$24.5K -1,225 -14%
SWM
117
Spire Wealth Management
Virginia
$144K
GC
118
Grimes & Company
Massachusetts
$137K +$8.37K +418 +7%
Brown Advisory
119
Brown Advisory
Maryland
$134K
CCM
120
Cohen Capital Management
California
$134K
PFA
121
Peak Financial Advisors
Colorado
$133K -$3.5K -175 -3%
First Manhattan
122
First Manhattan
New York
$133K
MWM
123
Mission Wealth Management
California
$128K +$128K +6,389 New
MFG
124
Magnus Financial Group
New York
$117K +$117K +5,818 New
BAM
125
Belpointe Asset Management
Nevada
$114K +$113K +5,658 New